How big is Borwen P. Lee, D.D.S., P.L.L.C.'s plan?

Borwen P. Lee, D.D.S., P.L.L.C.'s plan reported $1.3M in assets and 5 participants for 2024.

Original filing (PDF)20251014155412NAL0001619603001

Borwen P. Lee, D.D.S., P.L.L.C.

Name: Borwen P. Lee, D.D.S., P.L.L.C. — B. P. Lee, D.D.S., Form 5500 (2024)
Creator: Borwen P. Lee, D.D.S., P.L.L.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

B. P. Lee, D.D.S., P.L.L.C. Profit Sharing Plan

Defined-contribution retirement plan · Borwen P. Lee, D.D.S., P.L.L.C.'s B. P. Lee, D.D.S., P.L.L.C. Profit Sharing Plan held $1.3M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Borwen P. Lee, D.D.S., P.L.L.C.'s EIN is 26-3005123.

EIN 26-3005123

Plan number 001

Plan year 2024

ACK ID 20251014155412NAL0001619603001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Borwen P. Lee, D.D.S., P.L.L.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Borwen P. Lee, D.D.S., P.L.L.C.'s plan includes profit-sharing.

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

BORWEN P. LEE, D.D.S., P.L.L.C.

EIN

all filings

Address

1717 ST. JAMES PLACE, SUITE 300 · HOUSTON, TX · 770563406

Phone

(713) 621-4424

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator